Steelwedge Agility Webinar Series Featuring Nari Viswanathan, VP of Product Marketing and Management, Steelwedge Join Steelwedge as we round up the best of the best in practice, process, and case study lessons learned from a dynamic year of "S&OP Agility" thought leadership webinars. We'll summarize our favorite insights from industry pundits and practitioners alike. At this live webinar, you'll learn how the industry's leaders are rethinking, rescoping, and researching how to turn static S&OP planning practices into more agile business opportunities. As a bonus, we'll give you a peek at the future in terms of what you can -- and should -- be getting from your S&OP technology. Learn the 5 trends that can power your company's planning in 2013: • Adopt and automate your unique process: build your own app • Act faster with better analytics • Leverage the power of cloud • Mobilize your planning! • Reduce Time to Value To learn more about S&OP, please visit: http://www.steelwedge.com/solutions/

1. © 2012 Steelwedge Software, Inc. Confidential. 1Plan. Perform. Profit.
7 Process and Technology Tips
for 2013
Single Line of Sight: Plan, Perform, Profit

2. © 2012 Steelwedge Software, Inc. Confidential. 2Plan. Perform. Profit.
Agenda
• Research Roundup
• Seven Key Process and Organization Capabilities
for Organizations
• Seven Key Technology Capabilities
• Summary

3. © 2012 Steelwedge Software, Inc. Confidential. 3Plan. Perform. Profit.
The Agility Gap
How good are you at responding to rapid change?
90%
Agility is
crucial to
business
27%
Are good
at agility
*May 15 S&OP Agility Research, Supply Chain Insights

4. © 2012 Steelwedge Software, Inc. Confidential. 4Plan. Perform. Profit.
S&OP Progress
Rate Your Enterprise’s 2012 S&OP Progress:
23% 56% 13% 08%
A lot A little Not at all We lost ground
*Nov 27 2012 Steelwedge Agility Research

5. © 2012 Steelwedge Software, Inc. Confidential. 5Plan. Perform. Profit.
Responsiveness
How challenging are mid-cycle changes to your planning process?
27% 41% 31%
Extremely Rather Somewhat No Problem
01%
*Nov 27 2012 Steelwedge Agility Research

6. © 2012 Steelwedge Software, Inc. Confidential. 6Plan. Perform. Profit.
Do you connect volume to mix in the planning process?
Mix Management
16% 13% 10%
Yes by
cobbling
together
spreadsheets
Yes using
purpose
built S&OP
technology
No we plan at
the mix level
No we plan at
the volume
level
62%
*Nov 27 2012 Steelwedge Agility Research

7. © 2012 Steelwedge Software, Inc. Confidential. 7Plan. Perform. Profit.
How do you facilitate collaboration through your process?
Collaboration
34% 9% 36%
Manual workflow -
one set of business
rules
Manual workflow -
multiple sets of
business rules
Automated
workflow
Execution is
inconsistent at
present
21%
*Nov 27 2012 Steelwedge Agility Research

8. © 2012 Steelwedge Software, Inc. Confidential. 8Plan. Perform. Profit.
Risk Management
How effective is your S&OP Process in risk management?
09% 46% 44%
Excellent: very
effective at
anticipating and
recovering
Very Good:
effective at
sensing changes
and responding
Good: we’re
inconsistent
fundamentally
and in our
response
Weak: we do
not anticipate
and respond
well to changes
01%
*Nov 27 2012 Steelwedge Agility Research

9. © 2012 Steelwedge Software, Inc. Confidential. 9Plan. Perform. Profit.
Agenda
• Research Roundup
• Seven Key Process and Organization Capabilities
for Organizations
• Seven Key Technology Capabilities
• Summary

10. © 2012 Steelwedge Software, Inc. Confidential. 10Plan. Perform. Profit.
Tip #1: Don’t Get Stuck in Control Mindset
The Growth Paradox
February 2012
Chris Turner, Principal, Stratabridge
• Genesis of S&OP founded on control. Great in a static
environment
• But with volatility and internal change, can you afford a
control focus?

11. © 2012 Steelwedge Software, Inc. Confidential. 11Plan. Perform. Profit.
Tip #2: Leverage Similarities in S&OP Approach
S&OP Agility Webinar
March 2012
Tom Wallace, author, educator and founder TFWallace.com
• Learn from horizontal best practices
• Recognize S&OP’s applicability:
– From earnings reporting
– To New Product Introduction
– To units measurement
• Then, adapt to your specific needs

12. © 2012 Steelwedge Software, Inc. Confidential. 12Plan. Perform. Profit.
Tip #3: Balance Your Planning Like an Athlete:
Build Flexibility, Strength and Balance
How S&OP Drives Agility
May 2012
Research Findings of Lora Cecere, Founder of Supply Chain Insight

13. © 2012 Steelwedge Software, Inc. Confidential. 13Plan. Perform. Profit.
• Today, S&OP landscapes are more complex. It is not a
bell curve. The average company now has five S&OP
processes. Eight years ago there was one.
• Today, a company is 5X more likely to have a supply
chain center of excellence than eight years ago.
However, there is still a large gap in the effectiveness of
S&OP.
• 90% of companies surveyed believe that a mature
S&OP improves agility. However, only 13% of companies
have effectively tied S&OP planning to execution.
Key Findings

14. © 2012 Steelwedge Software, Inc. Confidential. 14Plan. Perform. Profit.
Tip #4: Confront Conflicting Goals
Are Your Ready for the Sea Change in Supply Chain Strategy?
April 2012
Roddy Martin, SVP Supply Chain Transformation
Competitive Capabilities International
• Balance goals across the organization:
– Finance: control operations
– Operations: minimize demand uncertainty
– Supply chain: Minimize risk and disruption
– Sales and marketing: guarantee product availability

15. © 2012 Steelwedge Software, Inc. Confidential. 15Plan. Perform. Profit.
Tip #5: Make Change a Routine Part of
Organizational Life
Improving Agility in Business Planning
June 2012
Eric Deutsch, Partner
Oliver Wight
• Reduce or eliminate organizational trauma that paralyzes
many businesses attempting to adapt to new markets
and environments

16. © 2012 Steelwedge Software, Inc. Confidential. 16Plan. Perform. Profit.
Tip #6: Pick the Right S&OP Practices for
Your Organization
7 Practices of Effective S&OP
August 2012
Peter Bolstorff, Author and Educator
• Systematic management of ‘master data’
• Synchronized tactical, and execution planning processes &
horizons
• Mature collaboration
• Data oriented understanding of the inputs to the forecast
• Intense focus on ‘point-of-sale’ or ‘sell through’ data
• Disciplined product life cycle management process
• A continuous improvement approach to understanding consumer
or user behavior

17. © 2012 Steelwedge Software, Inc. Confidential. 17Plan. Perform. Profit.
Tip #7: Continue to Gain Value from S&OP
Foundation
What Mature S&OP Looks Like: Enterasys Case Study
October 2012
Jack Lyon, Vice President of Operations, Enterasys Networks
• Crawl, Walk, Run methodology for continuing, incremental
success
• Master Data Management to connect and harmonize vital
on-premise and cloud based data
• Putting the Cloud to work for better scalability

18. © 2012 Steelwedge Software, Inc. Confidential. 18Plan. Perform. Profit.
Agenda
• Research Roundup
• Seven Key Process and Organization Capabilities
for Organizations
• Seven Key Technology Capabilities
• Summary

19. © 2012 Steelwedge Software, Inc. Confidential. 19Plan. Perform. Profit.
7 Key Technology Enablers
Adapt and Automate Your Unique Process
Act Faster with Analytics
Mobilize your Planning
Leverage the Power of the Cloud
Reduce Time to Value
Create a High Resolution IBP Process
Accelerate Time to Value

20. © 2012 Steelwedge Software, Inc. Confidential. 20Plan. Perform. Profit.
Adapt and Automate
Your Unique Process
Build Your Own Business Planning App

21. © 2012 Steelwedge Software, Inc. Confidential. 21Plan. Perform. Profit.
Steelwedge Business Apps
21
Inventory
Segmentation
Stocking
Strategy
Demand Pattern
Segmentation
Inventory
Segmentation
Service Level Planning
Demand
Policy
Company-specific
Processes
Build Your Own
Business Apps

22. © 2012 Steelwedge Software, Inc. Confidential. 22Plan. Perform. Profit.
Take the efficient approach
Understand Complexity and Its Impacts
Volatility
Impact
Statistical Forecast
with
Exception Monitoring
Collaboration
with
Exception Monitoring
Stocking Strategy:
Min/Max, Safety Stock, etc.
with Exception Monitoring
Steelwedge Business Apps

23. © 2012 Steelwedge Software, Inc. Confidential. 23Plan. Perform. Profit.
Act Faster
Analytics Integrated with Planning Data

24. © 2012 Steelwedge Software, Inc. Confidential. 24Plan. Perform. Profit.
Cloud Based Analytics: Built for IBP
1. Traditional Performance
Summary Dashboards
2. Traditional Metrics
Dashboards
3. Dynamic Content
Dashboards
4. Dynamic
Visualization
Dashboards
Benefits
Dashboard & Reports Sophistication
Increased
User Adoption
Operational
Performance
Transparency
Organizational
Alignment
Better / Faster
Decision-making

25. © 2012 Steelwedge Software, Inc. Confidential. 25Plan. Perform. Profit.
SAM screenshots
25

26. © 2012 Steelwedge Software, Inc. Confidential. 26Plan. Perform. Profit.
SAM screenshots
26

27. © 2012 Steelwedge Software, Inc. Confidential. 27Plan. Perform. Profit.
SAM screenshots
27

28. © 2012 Steelwedge Software, Inc. Confidential. 28Plan. Perform. Profit.
Mobilize your planning
Mobile Analytics
For Executives and
planners: offline
dashboards, predictive
analytics and exceptions
For Mobile Sales: offline
and web-enabled
demand data
Enterprise
Data
Steelwedge
Analytics
Model

29. © 2012 Steelwedge Software, Inc. Confidential. 29Plan. Perform. Profit.
Leverage the Power of the Cloud
Cloud Based Delivery Platform

30. © 2012 Steelwedge Software, Inc. Confidential. 30Plan. Perform. Profit.
Cloud: At Your Service
30
1. Configure
Cloud
Delivery
Platform
Accelerated
Time To Value
2. Integrate
Cloud
Integration
Portal
Flexible Data
Exchange
3. Deploy
Cloud Services
Portal
Automated
Upgrades

31. © 2012 Steelwedge Software, Inc. Confidential. 31Plan. Perform. Profit.
Configure: Cloud Delivery Platform
Multi-tenant Configuration Repository
- Industry blueprint & Best Practices
Customer Specific Configuration
- Flexibility
Partner/Customer Access Control
- Cloud management
Seamless Upgrades
- Process flexibility
Rapid Implementation
- Time to value
Monitoring and Statistics
- User engagement
Steelwedge
Cloud Delivery
Platform
Monitor
Rapid
Implementation
Seamless
Upgrade
Access
Control
Customer
Specific
Multi-tenant

32. © 2012 Steelwedge Software, Inc. Confidential. 32Plan. Perform. Profit.
Reduce Time to Value
Compass Express:
Out of the Box S&OP Solution

33. © 2012 Steelwedge Software, Inc. Confidential. 33Plan. Perform. Profit.
Compass Express
Out-of-the-box S&OP solution
S&OP Sales
S&OP Operations
Executive S&OP
Collaboration
Pre-implemented based on SW
best practices
Accelerates implementations
Production ready configuration
Net change to best practice vs.
blank slate design
Solution visibility during design

34. © 2012 Steelwedge Software, Inc. Confidential. 34Plan. Perform. Profit.
High Resolution IBP Process
Big Data Powered S&OP

35. © 2012 Steelwedge Software, Inc. Confidential. 35Plan. Perform. Profit.
Bigger Demand/Supply Network =
Bigger Data
Manufacturers
Wholesale
Distributors
Suppliers
Customer
Demand
Info
Goods
Contract
Manufacturers
Logistics
Providers
Virtual
Manufacturers
Retailers
Internet/
Portals Internet/
Portals
Internet/
Portals
Source: Rich Sherman, Keeping SCOR in the Supply Chain

36. © 2012 Steelwedge Software, Inc. Confidential. 36Plan. Perform. Profit.
Impacts of an Interdependent Network
• Less control and
visibility
• Increased lead-times
• Planning collapsing into
execution
• More risks
• More change in the
business environment
Data required to
monitor and control
these processes has
grown 70% in the last
year

37. © 2012 Steelwedge Software, Inc. Confidential. 37Plan. Perform. Profit.
The Best S&OP is Powered by Big
Data
• Steelwedge:
– powers Global 1000 planning
– understands supply chain complexity
– enables processes
– manages growing data…

38. © 2012 Steelwedge Software, Inc. Confidential. 38Plan. Perform. Profit.
The Best S&OP is Powered by Big
Data
• Single unified data model
for supply, demand and
finance
• Ability to do global scenario
management across the
supply, demand and finance
• Extremely rich collaborative
capabilities supported by
Enterprise Enabled Excel
Demand
Supply
Finance

39. © 2012 Steelwedge Software, Inc. Confidential. 39Plan. Perform. Profit.
Datavolume/complexity
Business Value
20-100X
2-10X
X
Combinatorial Explosion of Data
Requires Advanced S&OP Technology
• Volumetric and financial
• Cross instance reporting
• Planning across operational and strategic time horizons in single environment
• Global supply-demand scenarios
• Real-time integration to back end systems
• Volumetric and financial
• Detailed planning
• Improved system integration
• Scenario management for functional areas
Advanced S&OP:
Measures units/
dollars and also links
Supply, demand and
finance
Big Data Powered S&OP:
Measures units/dollars,
links departments and time
horizons and delivers
multiple supply
scenarios…..• Volumetric (not financial)
• Limited detail visibility
• Limited system
integration
• No scenario management
Traditional S&OP:
Measures units

40. © 2012 Steelwedge Software, Inc. Confidential. 40Plan. Perform. Profit.
Power High Resolution S&OP
The Hierarchy of Supply
Chain Metrics
Source: Gartner
From Unfocused
S&OP……

41. © 2012 Steelwedge Software, Inc. Confidential. 41Plan. Perform. Profit.
Power High Resolution S&OP
The Hierarchy of Supply
Chain Metrics
Source: Gartner
To High Resolution
S&OP……

42. © 2012 Steelwedge Software, Inc. Confidential. 42Plan. Perform. Profit.
Accelerate Time to Value
Technology Enabled Process Design

43. © 2012 Steelwedge Software, Inc. Confidential. 43Plan. Perform. Profit.
Steelwedge Test Drive
Why Test Drive
Live System = Real User Input = Real Proof Point
Validate Requirements Assumptions (Customer & SW)
Validate Data Health and Availability (Customer & SW)
What is a Test Drive
Compass Express “Best Practices” platform hosted by SW
One time data load
8 hours of Hands-on Training
Optional: Integrated Planning Assessment / Design workshop

44. © 2012 Steelwedge Software, Inc. Confidential. 44Plan. Perform. Profit.
Agenda
• Research Roundup
• Seven Key Process and Organization Capabilities
for Organizations
• Seven Key Technology Capabilities
• Summary

45. © 2012 Steelwedge Software, Inc. Confidential. 45Plan. Perform. Profit.
A New Age of Business Agility Has Arrived
REACT through synchronized global planning & risk sharing
Coordinate with partners, customers and suppliers by
leveraging the power the world’s only rapid-to-implement, and
scalable cloud-based collaborative planning platform
GROW through integrated business planning
Analyze supply, demand, finance, asset and
workforce tradeoffs; understand the impact of
alternate pricing, sourcing, mix, and volume
scenarios
DECIDE by leveraging the power of data to gain
insight
Leverage the scalability of an elastic
cloud-based planning platform to power
predictive analytics that provide visibility.

46. © 2012 Steelwedge Software, Inc. Confidential. 46Plan. Perform. Profit.
SW Webinar
Technology Trends
December 11, 2012
Single Line of Sight: Plan, Perform, Profit